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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: rrufff who wrote (23109)3/23/2005 1:15:26 PM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 108576
 
re: [" If you are ascribing so much to the "neocons," how can you go for alternative fuels at this rate and still keep the conspiracy concepts in place?"]

Good question:

- simple answer:

...because Free Markets are ultimately apolitical.

Oil can be used as a "vehicle" to apply the brakes on the over-heated & over-liquified economy without some of the negative ramifications of raising Interest Rates.

Oil can also be used to force China to re-peg it's currency...easing our deficits....can be used to end sabre rattling with Taiwan and to bring China to the Table on a broad range of issue's.

It can and perhaps will also be used by the NeoCon's to bring down the Chinese Economy...and topple the Communists... leading to a massive uprisisng of Freedom, Democracy and Capitalism... creating much good and eliminating much Global Risk & Worry.

The Ukraine, Pakistan, Afghanistan, Iraq, Lebanon today... Iran tomorrow...China soon.

- don't underestimate the potential convergence of both Geopolitical & Economic policy.

[" Take care and although I disagree with some not all, enjoy your posts."]

...my goal is to challenge the standard mindset here...and hopefully have other's challenge mine as well.

We all have to be challenged to think outside the box on occassion - that's the only way we learn, or get better imho.

good luck



To: rrufff who wrote (23109)3/24/2005 2:33:25 AM
From: hubris33  Respond to of 108576
 
Interesting thought that on coal....I heard KEN DEFFEYES exposing on the local radio show today about the great potential from coal and hydrogen conversion technology. He felt we had plenty of coal reserves to last 300 years, we just needed to use the existing technology to convert it to H2 and CO for 'clean' burning or DME, MEOH.

Now I think the technology Ken was talking about was the Texaco Gasification process, which IMHO may work, but I have seen the struggles of 2, 3 and more years to get the bugs worked out of new plants, and as a result management gives up [in exhaustion] and settles for less than promised. Operational costs are extreme when one has to build & operate an air plant just to supply the primary process with 99% O2! Fluxing issues are an art not a science, waste disposal has not been resolved, and emissions from lock-hopper dumps will have to be regulated. Perhaps fluidized beds would be technologically superior? But in the long run one can't get away from the fact that any hydrocarbon conversion is going to end up producing CO2 emission, which drag us further from the Kyoto protocols. Of course as Ken suggested we could just use all of that CO2 for secondary oil recovery! Or as the environmentalists want compress it to liquid and inject it into deep wells (Mo-Hole?). Oh, yeah, MORE air plants to compress the CO2!

Then again, Ken says world oil production will peak on T-day this year and decline from there! Huberts peak! Make up the difference partially with oil sands, NG & nukes. But we need to find another Kuwait, North Sea & North Slope to replace what is dying.

H3